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Mount Yale Investment Advisors’s HF Sinclair DINO Stock Holding History

Mount Yale Investment Advisors’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,507
Closed -$103K – 894
2025
Q2 		$103K Buy
+2,507
New +$86.3K 0.01% 652

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's DINO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of HF Sinclair (DINO) in Q3 2025, closing a stake of 2,507 shares — an estimated $103K sold.

Mount Yale Investment Advisors first reported a position in DINO in Q2 2025 and held it in 1 quarter. The position peaked at $103K in Q2 2025. 596 funds tracked by Wall St. Rank hold DINO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining HF Sinclair position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,507 HF Sinclair shares in Q3 2025, an estimated $103K.
  • Mount Yale Investment Advisors first reported a position in HF Sinclair in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's HF Sinclair position peaked at $103K in Q2 2025.
  • 596 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.